ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) — Institutional Holders, Q2 2026

217 institutional investment managers reported a AOSL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← AOSL stock profile

AOSL in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

Trimmed

Sold out

Biggest buyers

STATE STREETAdded · +945,898 sh+$44.8M
TWO SIGMA INVESTMENTSAdded · +398,565 sh+$18.9M
BlackRockAdded · +351,752 sh+$16.6M
Connor, Clark & Lunn Investment Management Ltd.Added · +300,177 sh+$14.2M
FMRAdded · +247,006 sh+$11.7M

Biggest sellers

WELLINGTON MANAGEMENT GROUP LLPTrimmed · -281,898 sh-$13.3M
JPMORGAN CHASETrimmed · -234,466 sh-$11.1M
DIMENSIONAL FUND ADVISORSTrimmed · -228,782 sh-$10.8M
ROYCE & ASSOCIATESTrimmed · -209,100 sh-$9.9M
MANUFACTURERS LIFE INSURANCE COMPANY, THETrimmed · -199,379 sh-$9.4M

AOSL 13F holders ranked 1–100 of 217

Institutional investors reporting a position in ALPHA & OMEGA SEMICONDUCTOR Ltd on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 4,256,528 sh	4,256,528	$201.5M	<0.01%	+9.0%
2	STATE STREET#2 · 2,347,448 sh	2,347,448	$111.1M	<0.01%	+67.5%
3	MANUFACTURERS LIFE INSURANCE COMPANY, THE#3 · 1,375,083 sh	1,375,083	$65.1M	0.05%	-12.7%
4	DIMENSIONAL FUND ADVISORS#4 · 1,335,089 sh	1,335,089	$63.2M	0.01%	-14.6%
5	VANGUARD PORTFOLIO MANAGEMENT#5 · 1,111,480 sh	1,111,480	$52.6M	<0.01%	-4.9%
6	VANGUARD CAPITAL MANAGEMENT#6 · 1,070,895 sh	1,070,895	$50.7M	<0.01%	+1.9%
7	TWO SIGMA INVESTMENTS#7 · 951,576 sh	951,576	$45.0M	0.03%	+72.1%
8	FMR#8 · 791,715 sh	791,715	$37.5M	<0.01%	+45.3%
9	GEODE CAPITAL MANAGEMENT#9 · 658,902 sh	658,902	$31.2M	<0.01%	+4.8%
10	Connor, Clark & Lunn Investment Management Ltd.#10 · 636,893 sh	636,893	$30.1M	0.06%	+89.1%
11	WEBER CAPITAL MANAGEMENT#11 · 538,437 sh	538,437	$25.5M	—	-0.7%
12	WELLINGTON MANAGEMENT GROUP LLP#12 · 412,910 sh	412,910	$19.5M	<0.01%	-40.6%
13	CHARLES SCHWAB INVESTMENT MANAGEMENT#13 · 403,197 sh	403,197	$19.1M	<0.01%	-4.1%
14	ACADIAN ASSET MANAGEMENT#14 · 323,866 sh	323,866	$15.3M	0.02%	+53.8%
15	ROYCE & ASSOCIATES#15 · 309,015 sh	309,015	$14.6M	0.12%	-40.4%
16	D. E. Shaw#16 · 284,225 sh	284,225	$13.5M	<0.01%	+1.7%
17	GOLDMAN SACHS GROUP#17 · 279,113 sh	279,113	$13.2M	<0.01%	+4.3%
18	MILLENNIUM MANAGEMENT#18 · 267,648 sh	267,648	$12.7M	<0.01%	+35.3%
19	NORTHERN#19 · 261,018 sh	261,018	$12.4M	<0.01%	+5.8%
20	JANE STREET GROUP#20 · 234,335 sh	234,335	$11.1M	<0.01%	New
21	MORGAN STANLEY#21 · 217,176 sh	217,176	$10.3M	<0.01%	+10.3%
22	Invesco Ltd.#22 · 207,842 sh	207,842	$9.8M	<0.01%	-44.7%
23	APIS CAPITAL ADVISORS#23 · 206,280 sh	206,280	$9.8M	0.95%	New
24	CONGRESS ASSET MANAGEMENT#24 · 203,460 sh	203,460	$9.6M	—	New
25	PANAGORA ASSET MANAGEMENT#25 · 194,356 sh	194,356	$9.2M	0.03%	+230.6%
26	VANGUARD FIDUCIARY#26 · 163,428 sh	163,428	$7.7M	<0.01%	+0.3%
27	JACOBS LEVY EQUITY MANAGEMENT#27 · 160,918 sh	160,918	$7.6M	0.03%	-54.5%
28	T. Rowe Price Investment Management#28 · 153,998 sh	153,998	$7.3M	<0.01%	New
29	BRIDGEWAY CAPITAL MANAGEMENT#29 · 149,537 sh	149,537	$7.1M	0.12%	+6.6%
30	BANK OF AMERICA#30 · 145,243 sh	145,243	$6.9M	<0.01%	+13.7%
31	TUDOR INVESTMENT ET AL#31 · 144,312 sh	144,312	$6.8M	<0.01%	+107.5%
32	Bank of New York Mellon#32 · 141,445 sh	141,445	$6.7M	<0.01%	+1.4%
33	UBS Group AG#33 · 135,116 sh	135,116	$6.4M	<0.01%	-28.4%
34	Empowered Funds#34 · 129,537 sh	129,537	$6.1M	0.03%	+7.7%
35	PRINCIPAL FINANCIAL GROUP#35 · 120,056 sh	120,056	$5.7M	<0.01%	0.0%
36	Trexquant Investment#36 · 117,474 sh	117,474	$5.6M	0.03%	-32.5%
37	JPMORGAN CHASE#37 · 109,566 sh	109,566	$5.0M	<0.01%	-68.2%
38	IMC-Chicago#38 · 99,791 sh	99,791	$4.7M	<0.01%	New
39	SUSQUEHANNA INTERNATIONAL GROUP, LLP#39 · 96,522 sh	96,522	$4.6M	<0.01%	+131.3%
40	WEDGE CAPITAL MANAGEMENT L L P#40 · 91,440 sh	91,440	$4.3M	—	-18.8%
41	PUBLIC SECTOR PENSION INVESTMENT BOARD#41 · 85,371 sh	85,371	$4.0M	0.01%	-3.4%
42	AQR CAPITAL MANAGEMENT#42 · 83,433 sh	83,433	$3.9M	<0.01%	-41.1%
43	BNP PARIBAS FINANCIAL MARKETS#43 · 76,044 sh	76,044	$3.6M	<0.01%	-27.8%
44	RHUMBLINE ADVISERS#44 · 61,676 sh	61,676	$2.9M	<0.01%	-14.4%
45	AMERICAN CENTURY COMPANIES#45 · 61,255 sh	61,255	$2.9M	<0.01%	+5.0%
46	CITIGROUP#46 · 61,099 sh	61,099	$2.9M	<0.01%	+802.6%
47	Nuveen#47 · 55,668 sh	55,668	$2.6M	<0.01%	+15.0%
48	Russell Investments Group, Ltd.#48 · 55,849 sh	55,849	$2.6M	<0.01%	+63.9%
49	ALGERT GLOBAL#49 · 54,200 sh	54,200	$2.6M	0.03%	-55.0%
50	Legal & General Group Plc#50 · 54,126 sh	54,126	$2.6M	<0.01%	-4.7%
51	DEUTSCHE BANK AG\#51 · 52,853 sh	52,853	$2.5M	<0.01%	+6.7%
52	Swiss National Bank#52 · 49,300 sh	49,300	$2.3M	<0.01%	-2.2%
53	AMERIPRISE FINANCIAL#53 · 47,029 sh	47,029	$2.2M	<0.01%	-12.8%
54	FRANKLIN RESOURCES#54 · 40,523 sh	40,523	$1.9M	<0.01%	-28.1%
55	CITADEL ADVISORS#55 · 39,368 sh	39,368	$1.9M	<0.01%	+8.1%
56	PRICE T ROWE ASSOCIATES#56 · 39,104 sh	39,104	$1.9M	<0.01%	+19.1%
57	XTX Topco Ltd#57 · 37,562 sh	37,562	$1.8M	0.02%	+63.8%
58	Quantinno Capital Management#58 · 36,440 sh	36,440	$1.7M	<0.01%	-2.2%
59	WINTON GROUP Ltd#59 · 34,889 sh	34,889	$1.7M	0.05%	-42.7%
60	Numerai GP#60 · 32,941 sh	32,941	$1.6M	0.13%	-66.4%
61	Mork Capital Management#61 · 30,000 sh	30,000	$1.4M	0.91%	-33.3%
62	HEALTHCARE OF ONTARIO PENSION PLAN FUND#62 · 29,005 sh	29,005	$1.4M	<0.01%	New
63	MASSACHUSETTS FINANCIAL SERVICES#63 · 26,638 sh	26,638	$1.3M	<0.01%	-3.8%
64	New Age Alpha Advisors#64 · 24,986 sh	24,986	$1.2M	0.05%	New
65	Counterpoint Mutual Funds#65 · 24,712 sh	24,712	$1.2M	—	-37.6%
66	RAYMOND JAMES FINANCIAL#66 · 23,317 sh	23,317	$1.1M	<0.01%	-2.1%
67	Y-Intercept (Hong Kong) Ltd#67 · 22,218 sh	22,218	$1.1M	—	-37.2%
68	Marex Group plc#68 · 21,500 sh	21,500	$1.0M	<0.01%	New
69	Dynamic Technology Lab Private Ltd#69 · 21,440 sh	21,440	$1.0M	0.23%	New
70	WELLS FARGO & COMPANY#70 · 21,414 sh	21,414	$1.0M	<0.01%	+112.6%
71	Creative Planning#71 · 21,107 sh	21,107	$999.0K	<0.01%	+32.5%
72	NATIXIS#72 · 20,000 sh	20,000	$946.6K	<0.01%	0.0%
73	Jump Financial#73 · 19,800 sh	19,800	$937.1K	<0.01%	-52.3%
74	Neuberger Berman Group#74 · 19,063 sh	19,063	$902.3K	<0.01%	+0.4%
75	Walleye Trading#75 · 18,979 sh	18,979	$898.3K	<0.01%	New
76	GSA CAPITAL PARTNERS LLP#76 · 16,925 sh	16,925	$801.0K	0.05%	-69.4%
77	Brevan Howard Capital Management#77 · 16,483 sh	16,483	$780.1K	<0.01%	-14.0%
78	THRIVENT FINANCIAL FOR LUTHERANS#78 · 16,313 sh	16,313	$772.0K	<0.01%	-1.1%
79	ALLIANCEBERNSTEIN L.P.#79 · 33,698 sh	33,698	$746.7K	<0.01%	+64.4%
80	VANGUARD ASSET MANAGEMENT, Ltd#80 · 15,523 sh	15,523	$734.7K	<0.01%	0.0%
81	Illinois Municipal Retirement Fund#81 · 15,358 sh	15,358	$726.9K	<0.01%	+24.0%
82	Arosa Capital Management#82 · 15,000 sh	15,000	$710.0K	0.13%	-50.0%
83	Capelight Capital Asset Management#83 · 15,000 sh	15,000	$710.0K	—	New
84	MetLife Investment Management#84 · 14,460 sh	14,460	$684.4K	<0.01%	+1.0%
85	Jupiter Topco#85 · 13,485 sh	13,485	$637.9K	<0.01%	—
86	Zurcher Kantonalbank (Zurich Cantonalbank)#86 · 13,232 sh	13,232	$626.3K	<0.01%	+56.7%
87	Diversified#87 · 12,912 sh	12,912	$611.1K	<0.01%	New
88	Engineers Gate Manager#88 · 12,250 sh	12,250	$579.8K	<0.01%	-80.6%
89	MIRAE ASSET GLOBAL ETFS Ltd.#89 · 11,391 sh	11,391	$539.1K	<0.01%	-4.5%
90	Vanguard Global Advisers#90 · 11,209 sh	11,209	$530.5K	<0.01%	-46.7%
91	Louisiana State Employees Retirement System#91 · 10,900 sh	10,900	$515.9K	—	-0.9%
92	NATIXIS ADVISORS#92 · 10,275 sh	10,275	$486.0K	<0.01%	New
93	NEW YORK STATE COMMON RETIREMENT FUND#93 · 10,096 sh	10,096	$477.8K	<0.01%	+29.5%
94	State of Alaska, Department of Revenue#94 · 9,450 sh	9,450	$447.0K	—	-29.7%
95	SEI INVESTMENTS#95 · 8,964 sh	8,964	$424.3K	<0.01%	-89.3%
96	Jain Global#96 · 8,658 sh	8,658	$409.8K	<0.01%	New
97	Overbrook Management#97 · 8,304 sh	8,304	$393.0K	—	New
98	JONES FINANCIAL COMPANIES LLLP#98 · 8,750 sh	8,750	$384.9K	<0.01%	+16.9%
99	State of New Jersey Common Pension Fund D#99 · 7,939 sh	7,939	$375.8K	<0.01%	New
100	Almanack Investment Partners#100 · 7,846 sh	7,846	$371.4K	0.05%	New

Funds that sold out of AOSL in Q2 2026 (24)

Held AOSL at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held AOSL in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
GAGNON SECURITIES167,874 sh	167,874	$3.7M
PEREGRINE CAPITAL MANAGEMENT161,821 sh	161,821	$3.6M
Uniplan Investment Counsel150,154 sh	150,154	$3.3M
Point72 Asset Management, L.P.129,287 sh	129,287	$2.9M
Gagnon Advisors120,196 sh	120,196	$2.7M
STATE OF WISCONSIN INVESTMENT BOARD78,503 sh	78,503	$1.7M
Susquehanna Portfolio Strategies66,647 sh	66,647	$1.5M
First Eagle Investment Management40,000 sh	40,000	$886.4K
PDT Partners25,375 sh	25,375	$562.3K
DRW Securities20,176 sh	20,176	$447.1K
HighTower Advisors19,506 sh	19,506	$432.3K
FIRST CITIZENS BANK15,830 sh	15,830	$350.8K
Verition Fund Management15,789 sh	15,789	$349.9K
Envestnet Portfolio Solutions15,205 sh	15,205	$336.9K
PRELUDE CAPITAL MANAGEMENT9,030 sh	9,030	$200.1K
QUADRANT CAPITAL GROUP108 sh	108	$50.2K
Aster Capital Management (DIFC) Ltd815 sh	815	$20.3K
Optiver Holding B.V.546 sh	546	$12.1K
Advisory Services Network205 sh	205	$4.5K
MAI Capital Management124 sh	124	$2.7K
Root Financial Partners48 sh	48	$1.1K
PICTON MAHONEY ASSET MANAGEMENT32 sh	32	$709.00
Rachor Investment Advisory Services25 sh	25	$554.00
YANKCOM Partnership10 sh	10	$222.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.